Transitioning New Customer to Account Manager

| 2 minutes

Once order has started internally and BD Salesperson has wrapped up the starting order details, order can be handed over to an Account Manager. The next step is to transition the Customer to the Account Manager.

BD SALESPERSON CHECKLIST BEFORE TRANSITION

BD Salesperson must ensure that the following are completed:

1. Purchasing Dept. and Design Dept. started on the order starting process.
2. Customer Contact card is updated with the recent details provided by the Customer.
3. Sales Contract (SC) and Manufacturing Agreement (MA) are signed;
Note: If due to any reason the SC or MA is not signed, inform the Account Manager stating the reason in the task so that the Account Manager can follow up with the client on these two points.

INTERNAL TRANSITION PROCESS

1. Salesperson checks with the Sales Dept. Manager (AM Supervisor) to which Account Manager the Customer will be transitioned to.
2. Once the AM Person is decided, BD Salesperson sends a detailed task under the ORDER Project and Customer card (chatter) to the assigned Account Manager and Sales Dept. Manager the order brief, following this template:

Please take over this client's order from here.

CLIENT INFORMATION:
[Brief information about the Customer’s company]

CLIENT TYPE:
[Short description of the client’s communication type/buyer persona]

ORDER BRIEF:
[Brief information about the order]

RANGE: [Product range of the order]

REGISTRATION: [Registration SO# if order is from a completed registration]

SALES CONTRACT: [Status (signed/not signed) + Location of the signed SC]

MANUFACTURING AGREEMENT: [Status (signed/not signed) + Location of the signed MA]

WHATSAPP GROUP: [Inform Account Manager to ask Sales Dept. Manager to add them in the group]

PAYMENT TERMS & REFUNDABLE DEPOSIT: [Payment terms of this order & whether any refunds will be applicable in the final payment]

PACKAGING:

• Manufacturer Name and Address required? [Yes/No/Further details]
• Other packaging requirements? [Explain other requirements]

PROMOTIONAL MATERIALS: [Discussed/not discussed with the Customer, give details if discussed]

SHIPPING: [Discussed/not discussed with the Customer, give details if discussed]

FACTORY QUOTED CURRENCY: [USD/CNY/INR, if mixed then clarify]

DOCUMENTS/SAMPLES REQUIRED: [List of documents/samples required]

THINGS TO DO
Please prepare Packaging Requirements on the Product SO.
[List the first things to be done by AM]

IMPORTANT NOTES
[Other important information]

3. After the tasks are sent, BD Salesperson also will provide the following information to Sales Dept. Manager:
• Customer Code.
• Customer primary contact person’s name.
• Customer’s primary email address.
• Other email addresses to be CC’d in the handover email.
4. Sales Dept. Manager may schedule a brief internal meeting with BD Salesperson and Account manager to discuss further in detail the Customer, order, registrations (if applicable),and/or other important details.
5. Sales Dept. Manager will send the handover email to introduce Account Manager and BD Salesperson’s role in the order is completed other than checking packaging/registration support.

DISTRIBUTOR TRANSITION MEETING

After the handover, Account Manager will arrange for a video call meeting with the client. This meeting will include the Account Manager, BD Salesperson and Sales Dept. Manager. In this meeting, BD Salesperson will introduce and transition the client to Account Manager. After the meeting, AM Salesperson will create a Distributor Transition Meeting (QBR) Task. BD Salesperson can provide additional information to the summary prepared by Account Manager regarding the points discussed in the transition meeting by editing the task Description.

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